Small Business Relationship Manager
U.S. Bank · San Jose, CA · Yesterday
Finance$98k–$119k/yrFull-time
About the role
The Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients.
Responsibilities
- Possess expert-level consultative selling, financial analysis, and relationship management skills.
- Deliver sophisticated client solutions with advanced business acumen, underwriting expertise, and product knowledge.
- Manage portfolio performance and credit quality by monitoring market trends, identifying risk indicators, and applying sound underwriting judgment.
- Partner with underwriting, portfolio management, and internal teams to support timely reporting, responsive portfolio management, and effective client outcomes.
- Address client concerns and coordinate across business lines, engaging additional specialists as needed to deliver integrated solutions.
- Build relationships in the community, engage with local organizations, and identify business development opportunities that increase visibility and support community impact.
Requirements
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including ongoing compliance with all legal and regulatory registration requirements.
- Compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting requirements, policies, and procedures.
- Participation in required corporate and business line training in these areas, following account opening procedures, and understanding internal suspicious activity referral requirements and processes as required for the position.
Location expectations
This role requires working from a U.S. Bank location for all scheduled work days.
Benefits
- Total compensation includes base compensation in addition to eligibility for incentives based on the employee’s production under the applicable incentive plan.
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay Range
$97,560.00 - 119,240.00